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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Colleyville, TX

Every SEC-registered investment adviser representative at a firm office in Colleyville, with the firms that employ the most of them.

88 registered advisors work in Colleyville; the most are at Edward Jones (19). 0 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Colleyville

FirmAdvisors in Colleyville
Edward Jones news19
J.P. Morgan Securities LLC news7
LPL Financial LLC news5
Mercer Global Advisors Inc.5
Clearpoint Wealth Management4
Momentum Independent Network Inc.4
Osaic Wealth, Inc. news4
Cambridge Investment Research Advisors, Inc. news3
Heritage Retirement Advisors, LLC3
Strategic Advisers LLC3
&Partners news2
Cetera Investment Advisers LLC news2
Chadwick Financial2
Sterling Growth Investments, LLC2
Wells Fargo Advisors Financial Network, LLC news2
Wells Fargo Clearing Services, LLC news2
Accordant Investments LLC1
Advisor Share Wealth Management, LLC1
Ameriprise Financial Services, LLC news1
Bard Investment Group, LLC1
Cabin Advisors, LLC1
Creative Planning news1
Fisher Investments news1
Invesco Advisers, Inc.1
J. W. Cole Advisors, Inc.1

Advisors in Colleyville, A to Z

Search all of Texas →

Other cities in Texas

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Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in Colleyville, TX?

88 investment adviser representatives are registered at firm offices in Colleyville, Texas, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Colleyville?

Edward Jones, with 19 registered advisors in Colleyville, followed by J.P. Morgan Securities LLC with 7.

How do I check a financial advisor in Colleyville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.